Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Stefanini is a financial professional who has been in the industry since December 16, 1989. Douglas is currently registered with Cetera Investment Advisers LLC in Georgia and Texas. Previously, Douglas has worked with several other firms, including M.S. HOWELLS & CO., CAMBRIDGE INVESTMENT RESEARCH, INC., and SECURITIES AMERICA, INC. Douglas is a dedicated financial professional with expertise in financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/03/2023 - 08/11/2023
M. S. HOWELLS & CO. (ATLANTA GA)
GA
03/01/2011 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
01/03/2005 - 03/02/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
OR
12/23/1994 - 12/31/2004
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
CO
01/11/1993 - 12/12/1994
SCHNEIDER SECURITIES, INC. (DENVER CO)
NJ
01/07/1992 - 12/24/1992
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
12/18/1991 - 01/10/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
08/06/1991 - 12/18/1991
R.B. WEBSTER INVESTMENTS, INC.
NA
03/12/1990 - 08/09/1991
PRINCETON FINANCIAL GROUP, INC.
NA
04/19/1989 - 08/10/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 7/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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